HM
HCEP Management’s Full Truck Alliance YMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,683,727
| Closed | -$41.3M | – | 18 |
|
|
2024
Q1 | $41.3M | Sell |
5,683,727
-2,961,083
| -34% | -$21.5M | 7.77% | 5 |
|
|
2023
Q4 | $60.6M | Sell |
8,644,810
-1,355,190
| -14% | -$9.5M | 12.64% | 5 |
|
|
2023
Q3 | $70.4M | Buy |
10,000,000
+1,340,916
| +15% | +$9.44M | 18.25% | 3 |
|
|
2023
Q2 | $53.9M | Buy |
8,659,084
+1,113,441
| +15% | +$6.93M | 10.22% | 5 |
|
|
2023
Q1 | $57.4M | Buy |
7,545,643
+2,545,643
| +51% | +$19.4M | 11.36% | 4 |
|
|
2022
Q4 | $40M | Buy |
5,000,000
+2,000,000
| +67% | +$16M | 10% | 4 |
|
|
2022
Q3 | $19.7M | Hold |
3,000,000
| – | – | 15.33% | 2 |
|
|
2022
Q2 | $27.2M | Buy |
3,000,000
+500,000
| +20% | +$4.53M | 18.37% | 2 |
|
|
2022
Q1 | $16.7M | Sell |
2,500,000
-111,580
| -4% | -$744K | 10.91% | 4 |
|
|
2021
Q4 | $21.9M | Buy |
+2,611,580
| New | +$21.9M | 13.27% | 3 |
|